The latest piece of news of Japan does not make for happy reading I am afraid and although we have seen some tentative signs, as of late, of a stabilisation this has to be very preoccupying for Japanese policy makers. As Edward pointed out recently, the rise in consumer confidence and sentiment in... Continue Reading
Submitted ByClaus Vistesen
The latest piece of news of Japan does not make for happy reading I am afraid and although we have seen some tentative signs, as of late, of a stabilisation this has to be very preoccupying for Japanese policy makers. As Edward pointed out recently, the rise in consumer confidence and sentiment in...
Submitted ByClaus Vistesen
I should of course extend an apology to my readers for not posting more in a week when Macro Man has been speaking of a "catalyst" and when both the Fed and the ECB made important announcements (although I am not so sure what the Fed really changed, if anything). However, I too am a slave of the...
Submitted ByClaus Vistesen
Here at Alpha.Sources and elsewhere, I am harping a lot about the economic effect of demographic changes. However, demographic changes not only entail economic changes, but also social changes and quite often these two go hand in hand. A recent piece by Nicholas Kulish in the NYT provides a timely...
Submitted ByClaus Vistesen
It is not often that you come along a piece with which you disagree so strenuously as I do with the analysis fielded by MoneyMorning's Martin Hutchinson on Germany, so when it happens you should of course not miss the opportunity to pick a fight. Now, I should tread carefully here since Mr...
Submitted ByLee Thomas
On October 17th, 2007 we initially warned of a potential investment scam called Pathway-2-Prosperity operated by a man named Nick Smirnow based in Canada. (Original story can be found here.) At the time, there were many supporters of this “investment” as can be concluded from the comments left...
Submitted ByClaus Vistesen
I will forgive my readers if they think that my coverage of the recent debacle surrounding the potential for an imminent devaluation in Latvia has been a bit asymmetric. I mean, here I was; throwing fuel on the bonfire when it looked as if the cracks would make the edifice tumble and now as it...
Submitted ByClaus Vistesen
Your author is feeling smug this late Sunday afternoon. He is typing the first post on Alpha.Sources from his new laptop which is a sorely needed addition to his blogging arsenal as he has, nearly, punched the life out of his old Dell 510m Inspiron. After having endured the sub par, albeit solid,...
Submitted ByTim Price
“Bush behaved incredibly irresponsibly for eight years. On the one hand, it might seem unfair for people to blame Obama for not fixing it. On the other hand, he’s not fixing it. And not fixing it is, in a sense,...
Submitted ByClaus Vistesen
I am passing on the mic to FT's columnist Wolfgang Munchau this afternoon. Consquently, I think this is a very well argued piece which gets to the heart of the matter on the global economy as well as, in this case, the German economy. The points emphasised by Munchau are very close to the the ones...
Submitted ByClaus Vistesen
As Brad Setser points out today, it is difficult to find the alleged green shoots and second derivatives in today's release of Korea's trade data. True, exports in Korea did pick up in April but are now down in May on a monthly basis and on an annual basis they are down a staggering 28%. This...
The latest piece of news of Japan does not make for happy reading I am afraid and although we have seen some tentative signs, as of late, of a stabilisation this has to be very preoccupying for Japanese policy makers. As Edward pointed out recently, the rise in consumer confidence and sentiment in... 
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